Institute for Wealth Management’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.3M | Sell |
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|
2025
Q1 | $18.8M | Sell |
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|
2024
Q4 | $21.2M | Sell |
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|
2024
Q3 | $21.8M | Sell |
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|
2024
Q2 | $22.7M | Buy |
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|
2024
Q1 | $19.3M | Buy |
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|
2023
Q4 | $17.1M | Sell |
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|
2023
Q3 | $15.5M | Buy |
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|
2023
Q2 | $16.7M | Sell |
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|
2023
Q1 | $14.5M | Sell |
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|
2022
Q4 | $12.1M | Sell |
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|
2022
Q3 | $12.1M | Buy |
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|
2022
Q2 | $13.3M | Sell |
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|
2022
Q1 | $16.6M | Buy |
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|
2021
Q4 | $17.8M | Sell |
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|
2021
Q3 | $15M | Sell |
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|
2021
Q2 | $14.9M | Buy |
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|
2021
Q1 | $12.8M | Sell |
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|
2020
Q4 | $12.5M | Buy |
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|
2020
Q3 | $11.7M | Sell |
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|
2020
Q2 | $11.4M | Buy |
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|
2020
Q1 | $8.69M | Sell |
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|
2019
Q4 | $9.2M | Sell |
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|
2019
Q3 | $8.7M | Sell |
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|
2019
Q2 | $9.33M | Sell |
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|
2019
Q1 | $8.75M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $8.86M | Buy |
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|
2018
Q2 | $7.66M | Buy |
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|
2018
Q1 | $7.2M | Sell |
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|
2017
Q4 | $6.61M | Sell |
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|
2017
Q3 | $6.34M | Buy |
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|
2017
Q2 | $5.57M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $6K | Hold |
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|
2014
Q2 | $5K | Buy |
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|
2014
Q1 | $5K | Hold |
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|
2013
Q4 | $4K | Hold |
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|
2013
Q3 | $4K | Hold |
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|
2013
Q2 | $4K | Buy |
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